Data entry, configuring the log using log codes
Discussion on how to configure/use ebase's Log to track whatever kind of information you need to store about your contacts and your interactions with them.
Log Code Data Transfer
Submitted by kseal@amigosbra... on Mon, 2008-07-14 13:36.Hi,
I am currently renaming existing log codes and adding new ones in ebase version 2.20 and I have a question regarding log entry data transfer.
metadata & metaflags
Submitted by hsdfitech1@hsdfi.org on Thu, 2008-05-01 08:37.I've installed 2.20 runtime on Windows. Have experimented with sample logs. Have set up ours - including a "Board with Metaflag" intending to have current (yes) to reflect "current" and (no) to be "former".
Saving constituent list with a name
Submitted by Beth Hynes on Wed, 2008-01-23 13:33.Actually submitted by management@phoe... on Mon, 2008-01-21 16:32.
I have entered my constituents and deleted all the duplications, however cannot seem to save this new list with an apppropriate name.
Viewing log entries
Submitted by barbmont on Mon, 2008-01-14 15:40.I've set up my codes and entered in data but the entries aren't showing up on the log in each contact screen. It tells me that there are 4 log entries and the word "log entries" is in blue and underlined (giving the assumption that you can click on that and see history - which I can't) but only one entry appears on the log.
Deleting Codes
Submitted by Cheri Martin on Mon, 2007-12-10 11:01.Is there a way to delete a large number of mistakenly added codes to a found set? Currently, (when I make this sort of mistake) I have to delete each code from each individual record one at a time. It seems like if there is a way to add a code to a found set, there must also be a way to delete a code from a found set, but I haven't figured it out.
Data Entry so a group is able to be searched for later
Submitted by cburkett@centra... on Wed, 2007-10-31 11:49.I am wondering if there is a way to do data entry for a specific group of donors so I can pull up that exact group later.
Example: I would like to pull up a list of donors that have given to different specific projects but are not members to sent them a mailing. They will be coded under the different projects that they donated to but I was hoping to add a second code or something else to make them more easily searchable.
Log Code worksheet
Submitted by Beth Hynes on Thu, 2007-09-20 15:01.Here's a worksheet of simple codes anyone can use as a sample of how coding can be done.
Beth Hynes